Sunrun Turns To Run. I think about the last 15 years in solar and the various bends and turns that rest solar has had to make. The headlines this week about Sunrun’s impressive financial maneuvers and their now 70% storage attachment rate makes me wonder how much longer it will be before Sunrun just thinks of itself as a power company. It’s a rhetorical question because I assume the answer is in the past, i.e. they already do.
- Utility Dive: Sunrun battery attachment rate hits 70%, up 54% from year ago
- New York Times: California Supreme Court Requires New Review of Rooftop Solar Policy
- Rolling Stone: Six Ways Trump Is Screwing Solar
- Bloomberg: Hedge Funds Flip on Green Energy and Start Betting Against Oil
- Reuters: US solar capacity slowed but not stopped by Trump policy u-turn
- PV-Tech: US market, slow residential demand impact SMA Solar H1 2025 results
- Energy Storage News: US ESS cell manufacturing to reach 50GWh by the end of 2026
- Canary Media: Chart – Rooftop solar set to struggle under GOP tax credit repeal
Opinion
Best, Yann